Transamerica Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Transamerica Financial Advisors’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.1M	Buy	229,076 +3,502	+2%	+$154K	0.85%	28
2026 Q1	$9.21M	Sell	225,574 -17,775	-7%	-$745K	0.78%	29
2025 Q4	$9.82M	Sell	243,349 -55,960	-19%	-$2.3M	0.82%	25
2025 Q3	$12.6M	Buy	299,309 +5,217	+2%	+$218K	1.05%	16
2025 Q2	$12.2M	Buy	294,092 +257,171	+697%	+$10.6M	1.14%	17
2025 Q1	$1.55M	Sell	36,921 -12	-0%	-$500	0.16%	125
2024 Q4	$1.5M	Buy	36,933 +528	+1%	+$22.8K	0.15%	122
2024 Q3	$1.63M	Buy	+36,405	New	+$1.53M	0.16%	120
2020 Q3	–	Sell	-4,763	Closed	-$166K	–	505
2020 Q2	$166K	Buy	+4,763	New	+$161K	0.04%	182
2019 Q3	–	Sell	-10,239	Closed	-$377K	–	541
2019 Q2	$377K	Buy	+10,239	New	+$374K	0.08%	136
2019 Q1	–	Sell	-66	Closed	-$3K	–	476
2018 Q4	$3K	Sell	66 -8,348	-99%	-$271K	﹤0.01%	343
2018 Q3	$275K	Sell	8,414 -494	-6%	-$16.4K	0.06%	162
2018 Q2	$292K	Buy	8,908 +333	+4%	+$10.4K	0.06%	159
2018 Q1	$267K	Buy	8,575 +801	+10%	+$24.9K	0.04%	197
2017 Q4	$257K	Buy	7,774 +367	+5%	+$12.1K	0.03%	214
2017 Q3	$239K	Sell	7,407 -8,821	-54%	-$286K	0.03%	215
2017 Q2	$523K	Buy	16,228 +8,733	+117%	+$280K	0.07%	179
2017 Q1	$237K	Buy	7,495 +284	+4%	+$8.86K	0.03%	210
2016 Q4	$222K	Buy	7,211 +218	+3%	+$6.67K	0.03%	207
2016 Q3	$230K	Buy	+6,993	New	+$235K	0.02%	217

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Transamerica Financial Advisors's XLRE Position: Q2 2026 in Review

Transamerica Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.6% in Q2 2026, buying an estimated $154K and bringing the position to 229,076 shares worth $10.1M. The position accounts for 0.85% of the portfolio, ranked #28.

Transamerica Financial Advisors first reported a position in XLRE in Q3 2016 and has held it in 20 quarters since. The position peaked at $12.6M in Q3 2025. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Transamerica Financial Advisors held 229,076 shares of State Street Real Estate Select Sector SPDR ETF worth $10.1M as of Q2 2026.
Transamerica Financial Advisors bought 3,502 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
State Street Real Estate Select Sector SPDR ETF made up 0.85% of Transamerica Financial Advisors's portfolio in Q2 2026, its #28 holding.
Transamerica Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 20 quarters since.
Transamerica Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $12.6M in Q3 2025.
798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.